Purchases and Sales Made in Q1 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.8K- 19.24% |
$635K - $752K
|
53.6K
$3.39M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 3.34% |
$654K - $775K
|
380K
$24.1M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 35.17% |
$667K - $791K
|
24.7K
$1.56M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-13.5K- 21.03% |
$672K - $796K
|
50.7K
$3.21M
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 13.34% |
$701K - $831K
|
91.6K
$5.8M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-14.2K- 12.38% |
$705K - $836K
|
100K
$6.35M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-14.9K- 74.7% |
$740K - $877K
|
5.04K
$319K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.2K- 3.89% |
$755K - $895K
|
375K
$23.7M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.3K- 1.55% |
$763K - $904K
|
971K
$61.5M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 46.64% |
$811K - $961K
|
18.6K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.6K- 20.15% |
$826K - $979K
|
65.8K
$4.16M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.2K- 6.95% |
$854K - $1.01M
|
230K
$14.5M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-17.3K- 28.36% |
$858K - $1.02M
|
43.6K
$2.76M
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-17.3K- 6.73% |
$861K - $1.02M
|
240K
$15.2M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-17.4K- 2.68% |
$864K - $1.02M
|
631K
$39.9M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 25.01% |
$887K - $1.05M
|
53.5K
$3.39M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-18.2K- 82.48% |
$904K - $1.07M
|
3.86K
$244K
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-18.3K- 55.27% |
$909K - $1.08M
|
14.8K
$936K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18.4K- 8.89% |
$917K - $1.09M
|
189K
$12M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20K- 1.08% |
$995K - $1.18M
|
1.84M
$116M
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-20.7K- 10.98% |
$1.03M - $1.22M
|
168K
$10.6M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.7K- 3.19% |
$1.03M - $1.22M
|
630K
$39.9M
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 13.25% |
$1.03M - $1.23M
|
136K
$8.62M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22.1K- 98.57% |
$1.1M - $1.3M
|
321
$20.3K
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-22.7K- 14.6% |
$1.13M - $1.34M
|
133K
$8.4M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-22.9K- 13.73% |
$1.14M - $1.35M
|
144K
$9.12M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-23K- 26.2% |
$1.14M - $1.36M
|
64.8K
$4.1M
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-24.8K- 5.12% |
$1.24M - $1.46M
|
460K
$29.1M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-25K- 17.23% |
$1.24M - $1.47M
|
120K
$7.6M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25.4K- 6.25% |
$1.27M - $1.5M
|
381K
$24.1M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-26.6K- 2.84% |
$1.32M - $1.57M
|
910K
$57.6M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-26.7K- 6.27% |
$1.33M - $1.57M
|
399K
$25.2M
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-27.3K- 6.92% |
$1.36M - $1.61M
|
368K
$23.3M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28.8K- 63.6% |
$1.43M - $1.7M
|
16.5K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-29.7K- 8.65% |
$1.48M - $1.75M
|
314K
$19.8M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-29.9K- 8.16% |
$1.49M - $1.76M
|
336K
$21.3M
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-30K- 4.35% |
$1.49M - $1.77M
|
660K
$41.8M
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.4K- 11.28% |
$1.51M - $1.79M
|
239K
$15.1M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-31.4K- 79.54% |
$1.56M - $1.85M
|
8.07K
$510K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-31.8K- 15.86% |
$1.58M - $1.88M
|
169K
$10.7M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-31.9K- 84.78% |
$1.59M - $1.88M
|
5.73K
$363K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.8K- 7.16% |
$1.68M - $1.99M
|
438K
$27.7M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-34.2K- 20.82% |
$1.7M - $2.02M
|
130K
$8.23M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-34.4K- 8.95% |
$1.71M - $2.03M
|
350K
$22.2M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-39.4K- 9.16% |
$1.96M - $2.32M
|
391K
$24.7M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40.4K- 11.24% |
$2.01M - $2.38M
|
319K
$20.2M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-40.9K- 46.44% |
$2.03M - $2.41M
|
47.2K
$2.99M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41.7K- 49.36% |
$2.07M - $2.46M
|
42.8K
$2.71M
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-42.8K- 85.44% |
$2.13M - $2.53M
|
7.3K
$462K
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-43.7K- 8.18% |
$2.18M - $2.58M
|
491K
$31.1M
|